41 min
PitchIt Podcast 75: Jean Smart, Founder & CEO, Penelope PitchIt
-
- Investing
On today's episode, I sat down with Jean Smart, Founder & CEO of Penelope.
Penelope is the retirement savings platform for small businesses & entrepreneurs. Small is the key term; Penelope focuses on the smallest of the small businesses.
Penelope currently serves companies that have no more than 15 employees. A lot of these small firms are local mom-and-pop shops. One of the biggest barriers these companies face is finding and retaining talent.
Penelope offers them a chance to compete. Retirement accounts are one of the top asks from prospective employees. Having the chance to offer retirement savings helps level the playing field.
Jean and I discussed her journey to Penelope, her family's immigrant journey, how Penelope designs content & education, do-it-yourself investing apps, risky asset classes like crypto, raising capital, and much more.
Episode highlights include:
Jean's professional journey to PenelopeThe biggest barriers SMBs face in trying to offer benefits Lessons learned from Schwab, TD Ameritrade, and othersLanguage and education barriersFinancial inclusionChanging the perception of SMBsCryptoRaising CapitalAnd much moreConnect with Jean on LinkedIn
Connect with PitchIt:
Tweet me @ToddFintech Connect with me on LinkedIn Find previous PitchIt episodes Email me at todd@fintechnexus.com Until next time.
On today's episode, I sat down with Jean Smart, Founder & CEO of Penelope.
Penelope is the retirement savings platform for small businesses & entrepreneurs. Small is the key term; Penelope focuses on the smallest of the small businesses.
Penelope currently serves companies that have no more than 15 employees. A lot of these small firms are local mom-and-pop shops. One of the biggest barriers these companies face is finding and retaining talent.
Penelope offers them a chance to compete. Retirement accounts are one of the top asks from prospective employees. Having the chance to offer retirement savings helps level the playing field.
Jean and I discussed her journey to Penelope, her family's immigrant journey, how Penelope designs content & education, do-it-yourself investing apps, risky asset classes like crypto, raising capital, and much more.
Episode highlights include:
Jean's professional journey to PenelopeThe biggest barriers SMBs face in trying to offer benefits Lessons learned from Schwab, TD Ameritrade, and othersLanguage and education barriersFinancial inclusionChanging the perception of SMBsCryptoRaising CapitalAnd much moreConnect with Jean on LinkedIn
Connect with PitchIt:
Tweet me @ToddFintech Connect with me on LinkedIn Find previous PitchIt episodes Email me at todd@fintechnexus.com Until next time.
41 min